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DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Robert Richardson
Lead source: Yard Sign · Tax: Demo Parish 9.75%
Who this is, how to reach them, and where they are in the pipeline.MoreLess
- What It Does
- The green header shows the name, tags, contact pills (phone, email, billing address), lead source and tax. Buttons: Call, Text, Email, Directions, Invoices, Contract, Offer Add-on and Payment Methods, each with a tooltip, shown only when your role and modules allow. Below them is the stage line with dates and the Next step with Log Call. Green dots are done, a hollow green ring is a step that was skipped, and the blue dot is where they are now. On a phone the line is one row of dots with the current stage named under it; tap a dot to see its name and date.
- What It Changes
- Nothing changes until you tap something. Call and Text open your phone.
- How to Use
- Tap a pill or button to reach the customer.
- Read the stage line.
- Tap the Next step.
LeadDec 26
ContactedOct 19
EstimateOct 20
SentOct 22 · 6 views
Won
Scheduled
Done
Paid
Review
Sent · Step 4 of 9
Next: Waiting 1 day
Where this customer is, from Lead to Review, and what to do next.MoreLess
- What It Does
- Shows opt-outs (the stage line, dates and next step are in the green header at the top), lifetime value, win ratio, balance and, if you can See Profit, the 12-month margin (red below 15%, green above 30%). Labor is estimated until Time Clock is on. Drive per Visit comes from the drive times Route records (Drive to Start).
- What It Changes
- Log Call saves a call to the Comms history and Stage History. Nothing is ever dropped or deleted.
- How to Use
- Read the line.
- Tap the Next step.
- Use Log Call after a phone call.
- Open Stage History to see every move.
Lifetime ValueNo data yetfills in with the first paymentBalance$0.00all paid
Profit, 12 MonthsNo data yetneeds invoices + a program
Customer For3.8 yearssince Dec 26, 2022
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewNot askedask from the Reviews tabWorth HavingNo data yetFills in after the first paid invoice.
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$0.00Paid
$0.00Delivered
$0.00Profit
$0.00Chemical
$0.00Labor
0.00Hours
$0.00Even
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor. Time is the estimate for that size.
Nothing has been billed or done for this customer yet.
Money for this customer
Revenue$0.00
Costs$0.00
Left After Costs$0.00
Nothing attached yet. Attach purchase orders, expenses and bills from Invoices (Attach on each one).
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.